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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Parallel Advisors
California
$2.78K -$29.6K -660 -92%
CA
302
CoreCap Advisors
Michigan
$2.42K +$2.38K +53 New
PWMG
303
Prestige Wealth Management Group
New Jersey
$1.96K – – –
CA
304
Clearstead Advisors
Ohio
$1.73K – – –
FFA
305
Farther Finance Advisors
California
$1.69K +$1.66K +37 New
DJSG
306
D.J. St. Germain
Massachusetts
$1.43K -$967K -21,531 -41%
BWL
307
Bogart Wealth LLC
Virginia
$1.37K – – –
GWM
308
Geneos Wealth Management
Colorado
$1.37K – – –
MCC
309
Money Concepts Capital
Florida
$1.14K +$1.12K +25 New
RCM
310
Raleigh Capital Management
North Carolina
$1.04K – – –
WPA
311
West Paces Advisors
Georgia
$1K +$988 +22 New
KSWA
312
Kathleen S. Wright Associates
Pennsylvania
$1K +$1.12K +25 New
AWM
313
AllSquare Wealth Management
New York
$958 – – –
WPWM
314
Western Pacific Wealth Management
Illinois
$456 +$449 +10 New
GWS
315
Glassman Wealth Services
Virginia
$319 +$314 +7 New
GEA
316
Glen Eagle Advisors
New Jersey
$182 – – –
WIM
317
Westside Investment Management
California
$9 – – –
SSB
318
Sandy Spring Bank
Maryland
$3 – – –
MAM
319
Meeder Asset Management
Ohio
– -$39.5M -897,213 Closed
JWM
320
JFG Wealth Management
Colorado
– -$16.8M -381,207 Closed
PI
321
PFS Investments
Georgia
– -$5.29M -120,159 Closed
CCMG
322
Clark Capital Management Group
Pennsylvania
– -$4.12M -93,673 Closed
IMA
323
Investment Management Associates
Colorado
– -$4.03M -91,596 Closed
SWM
324
Scissortail Wealth Management
Oklahoma
– -$3.49M -79,676 Closed
WWA
325
WCG Wealth Advisors
Nevada
– -$3.54M -77,351 Closed
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